AI

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper

Callum Newman of Fat Tail Investment Research explains how he uses algorithms to detect stress, risk and trades in the market

Strong share price momentum raises questions about investing in data centres. The below might help understanding the opportunity at hand

Valuation - the key to investment

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

Large language models shrink, and become more useful

Like all good investments, the devil's in the details.

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.

Some of the major players are beginning to slow. Is this the start of a new broadening trend?